Leads
Capture website enquiries and manage leads until they become clients.
- Manage Leads in OnboardMe
- Set up a Lead Intake form for your website
- Track deals on the Leads & Deals page
- Leads: track prospects from first contact to client
- Set up your leads pipeline
- Stages and pipeline fields
- Log activity and tasks
- Follow-ups and task reminders
- Move leads automatically with proposals
- Lead history on clients
- Leads Insights